Overview
Wealth Adviser Assistant Jobs in Pretoria at PSG Konsult
The successful candidate will be responsible for office management, administration, interacting with service providers and clients by managing relationships. You will also need to ensure correct implementation of new business, amendment instructions and other transactions as well as receiving and assisting clients and providers in the office.
Responsibilities:
Gather client policy and investment information
Compile logical summaries of information
Research product information
Assist with preparation of client proposals
Handle new applications and quotations
Ensure correct implementation of applications, amendments, and transactions
Load new/existing business policies
Handle and solve client enquiries
Diary management for new and existing business cases
Diary management for wealth adviser – arrange appointments between wealth adviser and clients
Prepare investment reviews
Rebalance and maintain existing portfolios
Manage administrative documentation (detailed records)
Process transactions
Record details of transactions
Maintain CRM system
Prepare and distribute monthly/quarterly statements
Build and maintain good working relationships
Maintain service level agreement deadlines
Ensure FAIS Compliance
Minimum requirements:
Matric
Financial Degree or CFP (Advantageous)
2+ years wealth / life insurance experience
Strong administrative skills
Proficient in both spoken and written English
Computer literacy (MS Office)
Must have held previous position for at least 2 years
Competencies required:
Customer Service
Communication skills (verbal & written)
Problem solving
Attention to detail
Team player
How to apply:
Candidates interested must apply on Indeed by no later than 15 July 2025.
By submitting your application, you are giving PSG Financial Services implicit consent to the storage and processing of your personal information. If you are not contacted within 2 weeks of your application, please accept that your application was unsuccessful.
Job Type: Full-time
Experience:
wealth or life insurance: 2 years (Required)
License/Certification:
Financial Degree (Preferred)
CFP (Preferred)
Location:
Pretoria, Gauteng (Preferred)
Work Location: In person
Title: Wealth Adviser Assistant
Company: PSG Konsult
Location: Pretoria
